See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $413,368 | $150,440+174.8% | $136,294+203.3% | $147,584+180.1% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 23.01% | 1049.08%-1026.1pp | 5155.94%-5132.9pp | 578.55%-555.5pp |
| Employer contribution / active EE | $6,524 | $5,256+24.1% | $4,695+38.9% | $4,876+33.8% |
| Participant deferral / active EE | $2,385 | $6,630-64.0% | $6,247-61.8% | $5,439-56.1% |
| Admin fee / account holder | $36,261 | $10,905+232.5% | $9,243+292.3% | $10,885+233.1% |